LeadConnector + NterNow
Update LeadConnector contacts when new NterNow visits occur
Boost your sales outreach and follow up strategy with this streamlined workflow. When a customer visit happens inside the NterNow app, their details are swiftly carried over to the LeadConnector app, updating contact information or adding a new contact as needed. This helps your team save time, maintain up-to-date, accurate contact database and ensure that no potential leads fall through the cracks.
Boost your sales outreach and follow up strategy with this streamlined workflow. When a customer visit happens inside the NterNow app, their details are swiftly carried over to the LeadConnector app, updating contact information or adding a new contact as needed. This helps your team save time, maintain up-to-date, accurate contact database and ensure that no potential leads fall through the cracks.
- When this happens...Customer Visit
Triggers when customer visit the property.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Customer Visit
Triggers when customer visit the property.
Try ItScheduled Visit
Triggered when a client schedules a visit.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Post Tour Survey
Triggers when customer leave feeback about visit
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
